NYSE$BRBR

BellRing Brands Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported results ahead of expectations, with shake production delivering to plan, Premier Protein achieved all time highs, and margins lifted by favorability in powder input costs.

BellRing Brands reported strong Q3 2024 results, exceeding expectations with net sales of $515.4 million and an operating profit of $111.6 million. Premier Protein achieved record household penetration and shake distribution, driving consumption growth. The company raised its full-year outlook for net sales to $1.96-$2.00 billion and Adjusted EBITDA to $430-$440 million.

  • Net sales for the third quarter reached $515.4 million, a 15.6% increase year-over-year.
  • Operating profit was $111.6 million, with net earnings of $73.7 million.
  • Premier Protein achieved all-time highs in household penetration and shake distribution points.
  • Full-year net sales outlook raised to $1.96-$2.00 billion and Adjusted EBITDA outlook raised to $430-$440 million.

Headline financials

Total Revenue

$515M

Previous: $446M+15.6%
EPS (adj)

$0.54

Previous: $0.34+58.8%
Free Cash Flow

$73.7M

Previous: $44.3M+66.4%
Net Income

$73.7M

Previous: $44.3M+66.4%
Operating Income

$112M

Previous: $76M+46.8%
Gross Profit

$190M

Previous: $136M+39.6%
Cash & Equivalents

$72.6M

Previous: $26.1M+178.2%
Total Assets

$804M

Previous: $722M+11.3%
Stock-Based Comp

$5.5M

Previous: $3.6M+52.8%

Revenue & EPS history

BellRing · Revenue · Quarterly

$515M

Q3 2024+15.6%vs Q3 2023
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Forward guidance

BellRing management raised its guidance range for net sales to $1.96-$2.00 billion and Adjusted EBITDA to $430-$440 million for fiscal year 2024. Capital expenditures are expected to be approximately $4 million.

Tailwinds

  • Net sales outlook raised to $1.96-$2.00 billion.
  • Adjusted EBITDA outlook raised to $430-$440 million.
  • Net sales growth of 18%-20% over fiscal year 2023.
  • Adjusted EBITDA growth of 27%-30% over fiscal year 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-2.1%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+3.4%

Avg return

30 days after

50%

13 / 26 earnings

Positive

+15.4%

Q2 2020

Best reaction

-39.1%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-39.1%-11.8%-17.6%
Q1 2026-14.3%-20.0%-30.4%
Q4 2025+2.6%+16.2%+14.3%
Q2 2025-18.9%-22.5%-21.4%
Q1 2025-4.3%-2.2%-12.6%
Q4 2024+1.6%+9.0%+4.7%
Q3 2024+6.2%+9.8%+13.2%
Q2 2024+1.8%+4.2%+6.3%
Q1 2024+0.0%+4.5%+6.1%
Q4 2023+7.2%+10.1%+21.6%
Q3 2023+4.9%+4.2%+14.1%
Q2 2023-1.4%-0.5%-2.2%
Q1 2023+3.6%+4.9%+7.0%
Q4 2022-10.0%-3.5%-1.4%
Q3 2022-2.0%-7.0%-9.0%
Q2 2022+13.1%+10.9%+20.1%
Q1 2022-4.3%+9.4%+7.5%
Q4 2021-10.6%-4.0%+3.4%
Q3 2021-7.2%-5.2%+4.5%
Q2 2021+2.8%+8.4%+12.8%
Q1 2021-1.0%-1.3%-4.9%
Q4 2020+3.4%+2.4%+18.3%
Q3 2020-4.3%-8.7%-5.2%
Q2 2020+15.4%+24.5%+38.4%
Q1 2020-6.5%-3.4%-15.1%
Q4 2019+5.5%+3.8%+14.6%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2017

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